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Customizing the Dashboard

Teachworks Support avatar
Written by Teachworks Support
Updated today

The Teachworks dashboard is the first page that is displayed when you log into your Teachworks account. You can customize the widgets that are displayed on your dashboard and the order that they're displayed by following the steps below:

  1. Click on "Account & Settings" and then click on "Dashboard Settings".

  2. Click the "Enable" or "Disable" buttons for each of the widgets that you would like to add or remove from the dashboard.

  3. In order to set the widget order, click on the "Set Widget Order" link in the sidebar on the right-hand side.

  4. Drag the widgets into the order that you would like them to be displayed.

Widget Permissions

The widgets that are available to users depend on the Add-ons that you have enabled in your account, the user's account type, and the permission settings on the user's profile.

The following table contains the permission settings that determine if a user can view a widget:

Permission Setting

Dashboard Widget Available

Calendar Events

  • Upcoming Lessons

  • Uncompleted Lessons

  • Requested Lessons

Accounting

  • Invoice Totals

  • Overdue Invoices

  • Payment Totals

Account Settings

  • Plan Usage

Reports

  • Monthly Stats

  • Lesson Status

Tasks

  • Upcoming Tasks

  • Overdue Tasks

Employee (Manage)

  • Employee Form Submissions

Student (Manage)

  • Student Form Submissions

Notes

  • Profile Notes

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